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Laird Norton Wetherby Wealth Management’s Citizens Financial Group CFG Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$287K Buy
5,403
+322
+6% +$16K 0.01% 763
2025
Q2 		$227K Buy
+5,081
New +$200K 0.01% 822
2024
Q4 		$259K Sell
5,920
-231
-4% -$10.2K 0.01% 748
2024
Q3 		$253K Sell
6,151
-24
-0.4% -$970 0.01% 792
2024
Q2 		$222K Sell
6,175
-179
-3% -$6.24K 0.01% 816
2024
Q1 		$231K Sell
6,354
-10
-0.2% -$328 0.01% 832
2023
Q4 		$211K Buy
+6,364
New +$175K 0.01% 845
2023
Q2 		– Sell
-7,481
Closed -$227K – 959
2023
Q1 		$227K Buy
7,481
+448
+6% +$17.5K 0.01% 789
2022
Q4 		$277K Sell
7,033
-413
-6% -$16.1K 0.02% 713
2022
Q3 		$256K Sell
7,446
-196
-3% -$7.25K 0.02% 712
2022
Q2 		$273K Sell
7,642
-564
-7% -$22.3K 0.02% 716
2022
Q1 		$372K Buy
8,206
+802
+11% +$41.2K 0.02% 624
2021
Q4 		$350K Buy
7,404
+188
+3% +$9.06K 0.02% 660
2021
Q3 		$339K Buy
7,216
+487
+7% +$21.4K 0.02% 652
2021
Q2 		$309K Buy
6,729
+7
+0.1% +$330 0.02% 706
2021
Q1 		$296K Sell
6,722
-65
-1% -$2.71K 0.02% 607
2020
Q4 		$243K Buy
+6,787
New +$213K 0.02% 747

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CFG Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Citizens Financial Group (CFG) stake by 6.3% in Q3 2025, buying an estimated $16K and bringing the position to 5,403 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #763.

Laird Norton Wetherby Wealth Management first reported a position in CFG in Q4 2020 and has held it in 17 quarters since. The position peaked at $372K in Q1 2022. 858 funds tracked by Wall St. Rank hold CFG as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 5,403 shares of Citizens Financial Group worth $287K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 322 Citizens Financial Group shares in Q3 2025, an estimated $16K.
  • Citizens Financial Group made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #763 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Citizens Financial Group in Q4 2020 and has held it in 17 quarters since.
  • Laird Norton Wetherby Wealth Management's Citizens Financial Group position peaked at $372K in Q1 2022.
  • 858 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.